Allison K. Email & Phone Number

United States

Draft, review and revise resolutions, bylaws, agreements, and documents related to formation and dissolution of limited liability companies. Administer corporate annual business licenses and submissions for all subsidiaries. Process insurance producer license renewals on behalf of Enterprise, subsidiaries and individual insurance producers. Submit applications and renewals for third party administrator licenses with all states regulating third-party administrator licenses for Enterprise.Secure surety bonds for third-party administrator book of business based on state-specific legal requirements.

Lansing, Michigan

Manage onboarding of incoming attorneys from dissolved solo medical malpractice defense firm.Develop protocol, procedures, and templates for managing entire medical malpractice caseload. Organize internal workflow and work assignments for medical malpractice litigation team.Assemble, review and summarize medical records. Act as a liaison between witnesses, experts and opposing counsel to coordinate depositions and meetings. Cross-train paralegals and other support staff, coordinate workflow meetings and delegate assignments relating to caseload.Maintain medical malpractice case timelines, action items, and notate pertinent contacts.Review incoming filings and correspondence and identify dates for docketing.Coordinate depositions with counsel and witnesses; prepare deposition notices, schedule court reporters, and confirm depositions.Prepare answers to complaints, draft initial disclosures, prepare discovery requests, qualified protective orders, motions, case evaluation and facilitation summaries, affidavits of meritorious defense, witness lists, releases, stipulation and orders, as well as other appropriate pleadings and discovery documents.Maintain Public Service Commission docketing, investigate and track electronic filings for Public Utility clients.Prepare correspondence, applications and pleadings for regulatory and compliance filings relating to telecommunications, natural gas and electricity clients. Coordinate and assemble exhibits, testimonies and discovery.Research statutes, pending legislation, administrative rules or decisions relating to regulatory and compliance requirements for public utilities.

Okemos, Michigan

Research statutes, pending legislation, administrative rules or decisions and/or regulatory and compliance requirements. Analyze and provide recommendations regarding preparation and submission of legal documents including policies, procedures, processes, forms, filings, contracts, minutes, resolutions, correspondence, reports and/or other factual summaries.Investigate, track and make recommendations regarding inquiries or complaints received from regulatory agencies. Audit and participate in audits of corporate and department files and records in order to ensure compliance with all applicable regulations.Act as a liaison between the legal and compliance department and other internal departments, affiliate locations, and/or the association and provide periodic updates regarding the status of new or open issues and projects as necessary.

Okemos, Michigan

Review, research, and resolve all consumer and provider complaints received from regulatory agencies for Delta Dental of Michigan as well as for Renaissance Life & Health Insurance Company of America, for both group and individual business. Prepare and finalize response to complaints and any follow-up communication received from regulatory agency. In processing responses to complaints it was imperative to have a clear understanding of the dental policies so that I could effectively interpret that policy language and apply effectively in order to resolve disputes. Act as the Subrogation Paralegal for the Enterprise which consisted of processing subrogation inquiries submitted for both self-funded and fully insured clients of Delta Dental of Michigan and Renaissance Life & Health Insurance Company of America. Prepare correspondence and maintain contact with applicable involved parties. Assert and negotiate lien amounts with inquiring counsel and track status of claim and recoupment. Perform initial research and prepare written procedure for establishing compliance with the United States Department of Treasury's Office of Foreign Assets Control (OFAC). Finalized and implemented procedure, and managed all ongoing maintenance and/or troubleshooting encountered in implementation and revise the procedure accordingly as the process developed. Worked closely with IT department to apply search and compare settings so as to only return the most appropriate results.

Okemos, Michigan

Manage and distribute department mail. Track status of legal requests and assignments. Provide administrative support to seven attorneys and the department's support staff. Coordinate travel arrangements, meetings and seminar attendance for attorneys. Assist Compliance team with annual filings and docketing. Maintain and organize hard-copy and electronic files for the holding company as well as the department. Prepare and finalize various legal documents and contracts and assist with securing signatures. Responsible for responding to all requests for documents or information relating to subscribers, beneficiaries and employees. Process provider levies and employee garnishments and income withholding orders. Manage department's accounting needs. Track and log affiliate time. Order and inventory office supplies.Act as sole point of contact for Renaissance Life & Health Insurance Company of America's inquiries relating to lost life insurance and/or annuities and inquiries received. Research and investigate status of policy, if applicable, and respond to individual requestor or insurance department. Successfully transitioned master contract log from MS Excel file with hyperlinks to a MS Access database. Researched MS Access databases and formulated a plan to maintain relevant information on contracts flowing through the department. Created the database and implemented new procedures accordingly.

Research statutes, pending legislation, administrative rules or decisions and/or regulatory and compliance requirements. Analyze and provide recommendations regarding preparation and submission of legal documents including policies, procedures, processes, forms, filings, contracts, minutes, resolutions, correspondence, reports and/or other factual summaries.Investigate, track and make recommendations regarding inquiries or complaints received from regulatory agencies. Audit and participate in audits of corporate and department files and records in order to ensure compliance with all applicable regulations.Act as a liaison between the legal and compliance department and other internal departments, affiliate locations, and/or the association and provide periodic updates regarding the status of new or open issues and projects as necessary. Act as customer service liaison for life insurance and annuity business. Facilitate research of lost life insurance policy and/or annuity policy inquiries received from state regulatory agency or from the policyholder/beneficiary. Determine status of policy and administering company if applicable and provide response to inquiry.

Review, research, and resolve all consumer and provider complaints received from regulatory agencies for Renaissance Life & Health Insurance Company of America (Renaissance). Renaissance dental plans are sold on the Private Health Insurance Marketplace, as well as on the Federally Facilitated Marketplace (FFM). Most of the plans underwritten and administered by Renaissance are individual fully-insured. Manage log of complaints received, notate jurisdiction, complaint type and docket due date. Coordinate and discuss potential solutions. Collaborate with other departments as appropriate to resolve outstanding issues and respond to complaints and follow-up. Note recurring issues or patterns relating to claims processing and relay anything of import to applicable team manager. Developed a comprehensive understanding of medical, dental and orthodontic terms, procedure codes and manuals for explaining techniques for claims that were under the review of the Dental Director.Act as the Subrogation Paralegal for all fully-insured dental plans. Prepare correspondence, assert and negotiate subrogation claim. Track status of claim and recoupment. Process reallocation of recoupment as appropriate and close file.Perform initial research and prepare written procedure for establishing compliance with the United States Department of Treasury's Office of Foreign Assets Control (OFAC). Finalized and implemented procedure, and managed all ongoing maintenance and/or troubleshooting encountered in implementation and revise the procedure accordingly as the process developed. Worked closely with IT department to apply search and compare settings so as to only return the most appropriate results.

Manage and distribute Legal and Compliance mail. Track status of legal requests and assignments. Provide administrative support to department, attorneys and support staff. Coordinate travel arrangements, meetings and seminar attendance for Vice President & General Counsel as well as department attorneys and staff. Assist with annual reports, filings and docketing for Compliance. Maintain and organize hard-copy and electronic files. Prepare and finalize various legal documents and contracts and assist with securing signatures. Created a MS Access database for logging business engagements and maintaining notable information about each engagement such as the title of an agreement, status, staff involved, dates, and any other identified measures. Review legal correspondence, pleadings, notices, and other requests identified to be of a legal nature and respond or provide guidance on next actions or notes to make on member's account. Respond to all document requests such as subpoenas, and requests for information such as insurance premium verification request, CMS and HHS forms and other similar requests for information with respect to subscribers and/or employees. Process and respond and provide legal support for Renaissance and its affiliates on all income withholding orders whether for providers participating in the network or for employees of the company and its affiliates. Manage department's accounting needs. Order and inventory office supplies. Coordinate staff meetings and catered events or conferences. Act as sole contact for Renaissance Life & Health Insurance Company of America's inquiries relating to lost life insurance and/or annuities and inquiries received. Research and investigate type of account, policy status and determine third-party administrator. Relay results of research as appropriate.

Lansing, Michigan

Act as the location’s floating secretary in conjunction with being assigned to work primarily for one of the firm’s partners. Thus expanding my knowledge and expertise in a variety of practice areas which included labor and employment, gaming, taxation, intellectual property, probate, civil rights, commercial litigation, personal injury, class action and regulatory matters. As the floater secretary I was also able to refine my ability to step into another position with little or no notice for both short and long periods of time and to prioritize assignments and workload. Effectively utilized document control, file management and accounting/billing software. Some of the programs used by the firm were Webview (billing), Elite and Chrome River (filing and accounting) and Hummingbird DM and Relativity (document management). Create summary of events and timelines, assist attorney in preparing for depositions and summarizing deposition transcripts, assist with organization of all pleadings and case research, trial documents and discovery documents. Transcribe summaries, memoranda and pleadings via attorney dictation. Research case law and analyze deposition transcripts and responsive discovery documents. E-file via PACER. Assist with preparing filings for the Michigan Public Service Commission, Court of Claims, and Court of Appeals.

East Lansing, Mi

Provided administrative assistance to oil/gas and electric consortia members by handling questions and concerns to consortia members. Prepared drafts and revised contracts for oil/gas and electric suppliers and consortia members. Maintain all filing for consortium. Responsible for managing the accounting functions of the office, ensuring appropriate inventory of office supplies and processing monthly invoices to clients using the available billing software (RTG Bills). Managed office law library and maintained up-to-date resources. Provided administrative legal support on various litigation matters that were relative to torts and personal injury law. Prepared pleadings and correspondence via attorney dictation. Draft and revise complaints, answers, interrogatories and other legal pleadings and documents. Maintain contact and assist with preparing expert witnesses to provide relevant testimony.

Lansing, Mi

Utilize internal case management system to manage heavy caseload. Collaborate with attorney via dictation/transcription. Prepare drafts and shell documents of miscellaneous bankruptcy pleadings. Act as main contact for clients and communicate events and developments or secure additional relevant documentation as needed. Utilize PACER to electronically file bankruptcy finalized pleadings. Manage shared docketing system and follow applicable court guidelines. Aside from bankruptcy matters, I provided assistance on the preparation and filing of Offers in Compromise with the Internal Revenue Service.